Your private wealth workspaceOne tap.
One tap.
Your full portfolio.
Bring stocks, mutual funds and unlisted equity together, then see your advisor's remarks in the same clear view.
Read-only broker accessEncrypted portfolio filesNo trading permissions
G
Client access
Continue with Google
Use your Gmail or Google Workspace account. No password is stored by MoatScout.
GContinue with GoogleSecure Google verification is handled on the server. MoatScout never receives or stores your Google password.Privacy first
Your portfolio is shared only with the administrator assigned to your account.